Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,608 $537K 0.16% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,607 $537K 0.34% -67 13F-HR Timeline Index Fund Advisors, Inc. 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More: the full row for North Forty Two & Co. 6,197 $504K 0.43% -125 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 6,187 $503K 0.07% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 6,170 $501K 0.04% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,167 $501K 0.08% -724 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,165 $501K 0.04% +74 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,754 $500K 0.16% +72 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 6,127 $498K 0.25% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 6,118 $497K 0.05% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 6,115 $497K 0.21% +714 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 6,108 $496K 0.48% -238 13F-HR Timeline KLCM Advisors, Inc. 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More: the full row for AFT, FORSYTH & COMPANY, INC. 5,923 $481K 0.23% -1,055 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 5,920 $481K 0.04% 0 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 5,918 $481K 0.63% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,915 $481K 0.26% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,914 $481K 0.18% +115 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 5,911 $480K 0.1% +27 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 5,911 $480K 0.36% +16 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,904 $480K 0.04% -828 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,903 $480K 0.17% -595 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,895 $479K 0.3% +400 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,892 $479K 0.11% +2,048 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 5,865 $477K 0.22% 0 13F-HR Timeline Oakmont Investment Advisors, Inc. 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Bainbridge & Co., Inc. 5,451 $443K 0.04% +12 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5,447 $443K 0.37% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,444 $442K 0.28% +1,213 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 5,431 $441K 0.04% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,418 $440K 0.11% +103 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 5,404 $439K 0.12% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,395 $438K 0.02% -44 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 5,373 $437K 0.27% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 5,373 $437K 0.08% +44 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,369 $436K 0.14% -303 13F-HR Timeline BOK Financial Private Wealth, Inc. 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